Fastenal Company

Report azionario NasdaqGS:FAST

Capitalizzazione di mercato: US$50.0b

Fastenal Performance degli utili passati

Criteri Il passato verificati 6/6

Fastenal ha registrato una crescita degli utili a un tasso medio annuo di 6.9%, mentre il settore Trade Distributors ha registrato utili in crescita a un tasso medio annuo di 7.3%. I ricavi sono stati in crescita a un tasso medio annuo di 7.1%. Il ritorno sul capitale proprio di Fastenal è 32.6% e ha margini netti di 15.4%.

Informazioni chiave

6.94%

Tasso di crescita degli utili

6.99%

Tasso di crescita dell'EPS

Trade Distributors Crescita del settore23.44%
Tasso di crescita dei ricavi7.11%
Rendimento del capitale proprio32.57%
Margine netto15.39%
Prossimo aggiornamento sugli utili13 Jul 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione May 06

FAST: Future Returns Will Hinge On Execution Resilience And Carrollton Expansion

Analysts have adjusted Fastenal's price target modestly higher to $46.49. This reflects updated discount rate and P/E assumptions alongside recent mixed target changes from Barclays, Bernstein, Baird, and BofA.
Aggiornamento della narrazione Apr 21

FAST: Future Returns Will Depend On Execution Resilience And Distribution Expansion

Fastenal's updated analyst price target edges higher to about $46.49 from $45.24, with analysts pointing to refreshed models that incorporate Street research adjustments to revenue growth, profit margins, and long term P/E assumptions. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several firms revisiting their models and making targeted changes to price targets and assumptions.
Seeking Alpha Apr 20

Fastenal Company: Tariff Concerns On Top Of An Expensive Valuation

Summary Fastenal Company remains a hold as strong demand and broad-based revenue growth are offset by persistent pricing and margin pressures. Q1 2026 saw 12.4% y/y revenue growth and double-digit EPS gains, but gross margin declined 47 bps due to unfavorable price/cost dynamics and transportation headwinds. Section 232 tariff changes increase cost pressure risk, likely prolonging margin challenges and complicating price realization efforts. Valuation remains elevated at ~36x forward PE, well above historical averages and peers, limiting upside despite improved demand signals. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 07

FAST: Future Returns Will Rely On Sales Resilience And Execution Consistency

Fastenal's analyst price targets have edged higher, with recent moves such as Baird lifting its target to $52 from $51 and Barclays moving to $44 from $43, as analysts update their models following stronger than expected February average daily sales. Analyst Commentary Recent research updates offer a mixed picture, with some analysts highlighting support from stronger than expected February average daily sales and others taking a more measured stance on how much upside is already reflected in the shares.
Aggiornamento della narrazione Mar 24

FAST: Modest February Sales Strength Will Still Drive Further Multiple Compression

Analysts have nudged Street price targets on Fastenal modestly higher, with moves such as Baird's lift to $52 and Barclays' to $44. These changes reflect updated models that factor in recent data points like stronger than expected February average daily sales.
Aggiornamento della narrazione Mar 10

FAST: Future Returns Will Depend On Margin Resilience And Execution Consistency

We are nudging our Fastenal fair value estimate up to $44.92 from $43.46, reflecting analysts' slightly higher price targets and updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Fastenal reflects a mix of optimism and caution, with several price target revisions feeding into our refreshed fair value estimate.
Aggiornamento della narrazione Feb 24

FAST: Tighter Margin Outlook Will Drive Further Multiple Compression

Narrative Update The analyst price target for Fastenal has been adjusted by a net $1, as some analysts lifted their targets by $2 while others reduced theirs by $1, reflecting updated views on revenue, margins, and P/E expectations. Analyst Commentary Recent research on Fastenal reflects a mix of optimism and caution, with some analysts lifting price targets and others trimming them.
Aggiornamento della narrazione Feb 09

FAST: Decelerating Sales And Inflation Pressures Will Drive Further Multiple Compression

Narrative Update on Fastenal The updated analyst price target for Fastenal reflects a mixed set of recent Street views, with small model adjustments around revenue growth, profit margins, and long-term P/E assumptions as analysts factor in both higher and lower target revisions following recent research updates. Analyst Commentary Recent Street commentary around Fastenal has tilted more cautious, with several bearish analysts trimming price targets or ratings as they reassess the balance between growth, margins, and valuation.
Aggiornamento della narrazione Jan 25

FAST: Decelerating Sales And Inflationary Pressures Will Drive Further Multiple Compression

Narrative update on Fastenal Analysts have reset their price expectations for Fastenal, with our fair value estimate moving from US$33.39 to US$38.00 as they factor in slower revenue growth, slightly softer profit margins, and a higher assumed future P/E multiple, in line with new Underperform ratings and lower price targets from recent research updates. Analyst Commentary Recent research has tilted more cautious on Fastenal, with a series of Underperform ratings and trimmed price targets pointing to concerns around growth, margins, and valuation.
Articolo di analisi Jan 22

Analyst Estimates: Here's What Brokers Think Of Fastenal Company (NASDAQ:FAST) After Its Annual Report

It's been a good week for Fastenal Company ( NASDAQ:FAST ) shareholders, because the company has just released its...
Aggiornamento della narrazione Jan 11

FAST: Slowing Sales And Inflationary Margin Pressure Will Drive Further Multiple Compression

Analysts have trimmed their Fastenal price targets by a few dollars to the low to mid US$40s, citing slowing sales trends, pressure on gross margins, and the view that the current valuation and P/E multiple leave room for further compression. Analyst Commentary Recent research updates on Fastenal have leaned cautious, with several bearish analysts trimming price targets and rethinking their stance after the latest Q3 results and sales trends.
Articolo di analisi Jan 06

Pinning Down Fastenal Company's (NASDAQ:FAST) P/E Is Difficult Right Now

Fastenal Company's ( NASDAQ:FAST ) price-to-earnings (or "P/E") ratio of 38.5x might make it look like a strong sell...
Aggiornamento della narrazione Dec 26

FAST: Inflation And Slowing Sales Will Pressure Margins And Share Performance

Analysts modestly raised their fair value estimate for Fastenal by about $1.22 to approximately $33.39 per share. This reflects slightly stronger long term revenue growth expectations despite mounting concerns over decelerating sales, margin pressure from inflation, and the potential for further valuation multiple compression highlighted in recent target cuts and Underperform ratings.
Aggiornamento della narrazione Dec 11

FAST: Future Returns Will Hinge On Margin Resilience Amid Slowing Sales

The analyst price target for Fastenal has been nudged lower by $0.04 to $43.46, as analysts factor in decelerating sales, emerging inflationary pressure on gross margins, and the risk of further multiple compression, even as long term growth prospects remain solid. Analyst Commentary Recent research updates reflect a more cautious stance on Fastenal, with multiple price target reductions and a tilt toward Underperform ratings as analysts reassess the balance between the company’s structural strengths and near term execution risks.
Aggiornamento della narrazione Nov 27

FAST: Future Returns Will Depend On Margin Defense Amid Inflationary Pressures

Analysts have slightly reduced their fair value estimate for Fastenal to approximately $43.46 per share from $43.58. They cite pressures on revenue growth and profit margins, as recent research highlights slowing sales, margin headwinds, and a more challenging valuation environment.
Aggiornamento della narrazione Nov 13

FAST: Future Performance Will Rely On Overcoming Margin Pressures And Execution Risks

Fastenal's analyst price target has edged down from $44.35 to $43.58, as analysts cite increased caution around future growth, margin pressures, and lower revised earnings estimates following recent coverage and earnings misses. Analyst Commentary Recent research coverage on Fastenal reflects a diverse range of perspectives regarding the company's outlook and valuation.
Aggiornamento della narrazione Aug 27

Managed Inventory Expansion And Digital Footprint Will Transform Supply Chains

Fastenal’s consensus price target was raised to $44.05 on the back of strong Q2 results, improving sales trends, and continued margin outperformance, with analysts expecting double-digit sales growth and justifying a premium valuation despite an already elevated multiple. Analyst Commentary Strong Q2 performance, with Fastenal beating consensus on sales, gross margin, and operating margin.
Articolo di analisi May 25

Is Now The Time To Look At Buying Fastenal Company (NASDAQ:FAST)?

Let's talk about the popular Fastenal Company ( NASDAQ:FAST ). The company's shares saw a decent share price growth of...
Seeking Alpha Apr 19

Fastenal: Expensive But Strong Growth Prospects

Summary Fastenal's shift from branch closures to expansion, creates strong growth outlook. Investments in FASTCrib and digital services enhance customer retention, increase margins, and expand Fastenal's TAM. Secular tailwinds from end markets and increasing customer bases create a GDP+ growth. Despite the current high valuation, entry exists ~5-6% below current share price. Read the full article on Seeking Alpha
Seeking Alpha Apr 12

Fastenal: Set To Gain Market Share In Tough Times, But There's A Caveat

Summary Fastenal's Q1-2025 results met expectations, with net sales up 3.4% YoY and EPS flat at $0.52, driving the stock up 6.4%. The company is highly profitable, with strong free cash flow and steady growth, but the current valuation is too high to recommend a Buy. Fastenal is well-positioned to handle tariffs through price hikes and diversified sourcing, potentially gaining market share during economic disruptions. Despite solid fundamentals and market outperformance, the stock's high valuation near decade highs justifies a Hold rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Fastenal: High Quality, But Valuation Concerns Apparent Amid Manufacturing Uncertainty

Summary The Materials Select Sector SPDR Fund (XLB) is the only S&P 500 sector ETF in negative territory year to date, with resource stocks under pressure. Fastenal (FAST) trades at a premium multiple despite modest earnings growth expectations, supported by strong fundamentals and market share gains. Key risks include manufacturing weakness, a strong US dollar, and heightened competition, but FAST's low debt and healthy FCF yield are positives. With a long-term uptrend but shares 10% overvalued, I maintain a hold rating on FAST, seeking double-digit EPS growth for a higher valuation. Read the full article on Seeking Alpha
Seeking Alpha Oct 14

High-Quality Dividend Stock Universe: Fastenal Company - In Need Of A Moderate Pullback

Summary Fastenal reported better than expected Q3 earnings, resulting in a 10% jump in stock price. Fastenal has returned more than 51,000% since inception, equating to a CAGR of almost 20%. Earlier this year, the company achieved dividend champion status, but the rising payout ratio is something investors should monitor. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

Fastenal: Resilience Is Overshadowed By Steep Valuation

Summary Fastenal's growth has temporarily slowed down due to weak industrial activity, and a weak PMI still looks to pressure growth in Q3. Despite the weaker growth, Fastenal's margins have remained resilient, and the company looks poised to return to greater growth with an eventual improvement in manufacturing with Onsite and eBusiness growth. The FAST stock's valuation still stands too steep, likely making the stock's return weak. Read the full article on Seeking Alpha
Seeking Alpha Sep 12

Fastenal: Shifting From Branch To Onsite; Initiate With 'Sell' Due To High Valuation

Summary Fastenal's shift from branch to onsite locations has improved customer experience and market share, but I believe the stock is overvalued, warranting a 'Sell' rating with a $50 target price. The company's digital distribution network, including Fastenal Management Inventory, enhances its competitive advantage and supports solid revenue growth. Recent financial results show moderate revenue growth but declining operating income, impacted by weak industrial production and pricing pressures. Despite strong cash flow and potential upside risks, near-term challenges are not fully reflected in the current stock price, justifying the 'Sell' rating. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Fastenal guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:FAST Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 268,4431,3002,0810
31 Dec 258,2011,2582,0360
30 Sep 257,9981,2271,9950
30 Jun 257,7741,1891,9410
31 Mar 257,6101,1521,9110
31 Dec 247,5461,1511,8920
30 Sep 247,4801,1551,8640
30 Jun 247,4161,1521,8540
31 Mar 247,3831,1581,8400
31 Dec 237,3471,1551,8260
30 Sep 237,2841,1341,8160
30 Jun 237,2401,1231,8020
31 Mar 237,1361,1121,7840
31 Dec 226,9811,0871,7620
30 Sep 226,8171,0731,7390
30 Jun 226,5691,0311,6930
31 Mar 226,2989841,6320
31 Dec 216,0119251,5600
30 Sep 215,8378901,5020
30 Jun 215,6968681,4510
31 Mar 215,6978671,4240
31 Dec 205,6478591,4260
30 Sep 205,5668421,4320
30 Jun 205,5328341,4500
31 Mar 205,3917991,4610
31 Dec 195,3347911,4580
30 Sep 195,2887811,4540
30 Jun 195,1897651,4390
31 Mar 195,0897721,4210
31 Dec 184,9657521,4000
30 Sep 184,8227361,3740
30 Jun 184,6756811,3470
31 Mar 184,5296191,3200
31 Dec 174,3915791,2830
30 Sep 174,2505411,2450
30 Jun 174,1305251,2140
31 Mar 174,0235071,1850
31 Dec 163,9624991,1700
30 Sep 163,9374971,1620
30 Jun 163,9195061,1470
31 Mar 163,9035151,1310
31 Dec 153,8695161,1220
30 Sep 153,8735231,1180
30 Jun 153,8585201,1220

Guadagni di qualità: FAST ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di FAST (15.4%) FAST sono più alti rispetto allo scorso anno (15.1%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di FAST sono cresciuti del 6.9% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di FAST nell'ultimo anno ( 12.8% ) supera la media quinquennale ( 6.9% all'anno).

Guadagni vs Settore: La crescita degli utili FAST nell'ultimo anno ( 12.8% ) ha superato la percentuale del settore Trade Distributors 3.9%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 32.6% ) di FAST è considerato alto.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 12:50
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Fastenal Company è coperta da 34 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
David MantheyBaird
Guy HardwickBarclays